Fund Evaluator:

Morgan Stanley Inst Global Strat C Overview

Morgan Stanley Inst Global Strat C (MSSOX) is an actively managed Allocation Global Moderate Allocation fund. Morgan Stanley launched the fund in 2015.

The investment seeks above-average total return over a market cycle of three to five years. The fund seeks to achieve its investment objective by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. Equity securities may include common and preferred stocks, depositary receipts, convertible securities, equity-linked securities, real estate investment trusts ("REITs"), rights and warrants to purchase equity securities and limited partnership interests. It may invest a portion of its assets in below investment grade fixed-income securities. The fund may also invest in restricted and illiquid securities.

About Morgan Stanley Inst Global Strat C (MSSOX)

There are 6 members of the management team with an average tenure of 3.28 years: Jim Caron (2025), Ryan Meredith (2025), Damon Wu (2025), Rui De Figueiredo (2025), Steven Turner (2025), Mark Bavoso (2011). Management tenure is more important for actively managed funds than passive index funds.

The fund has 3 primary benchmarks: MSCI ACWI NR USD index with a weighting of 100%, Bloomberg Global Aggregate TR USD index with a weighting of 40% and MSCI ACWI NR USD index with a weighting of 60%. Morgan Stanley Inst Global Strat C has 1575 securities in its portfolio. The top 10 holdings constitute 83.2% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Morgan Stanley Inst Global Strat C is part of the Allocation global asset class and is within the Allocation fund group. Morgan Stanley Inst Global Strat C has 27.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 35.2%. There is 3.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 54.6% (30.6% domestic bond, 24.0% foreign bond and 0.0% convertible bond). Morgan Stanley Inst Global Strat C has 5.6% of the portfolio in cash.

Assets Under Management

The fund has $580 million in total assets, which is below the $947 million average for the Global Moderate Allocation category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

MSSOX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Morgan Stanley Inst Global Strat C expense ratio is high compared to funds in the Global Moderate Allocation category. Morgan Stanley Inst Global Strat C has an expense ratio of 1.84%, which is 76% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Morgan Stanley Inst Global Strat C has a portfolio turnover rate of 92%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 64% for the Global Moderate Allocation category.

Recently, in the month of July 2026, Morgan Stanley Inst Global Strat C returned -0.6%, which earned it a grade of D, as the Global Moderate Allocation category had an average return of 0.3%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Morgan Stanley Inst Global Strat C has a trailing yield of 2.48%, which is below the 2.61% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Morgan Stanley Inst Global Strat C Grades

Year to date, the fund has returned 5.6%, 2.5 percentage points worse than the category, which translates into a grade of F. The fund has returned 12.5% over the past year (grade of F), 10.4% over the past three years (grade of F) and 4.1% per year over the past five years (grade of F) and 6.0% per year over the past 10 years (grade of F).

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